Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,821 | $73,787+193.8% | $98,716+119.6% | $82,448+163.0% |
| Participation rate | 92.9% | 61.4%+31.4pp | 69.3%+23.6pp | 68.1%+24.8pp |
| Annual return | 14.27% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $6,533 | $1,511+332.3% | $2,279+186.7% | $2,551+156.1% |
| Participant deferral / active EE | $3,717 | $3,081+20.6% | $4,048-8.2% | $4,139-10.2% |
| Admin fee / account holder | $7,111 | $6,500+9.4% | $8,703-18.3% | $7,234-1.7% |